Choice Financial Advisors Pty ltd

AFS License Number
324987
Name
Choice Financial Advisors Pty ltd
ABN/ACN/ARBN
83086835832
Licensee issued
June 3, 2008
Address
South Melbourne, 3205, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Amy Kathleen Murphy 2012 2009 - Bachelor of Commerce (Finance/ Financial Planning) - - Deakin University Burwood Campus
 Andrew Peter Watson 2016 2010 - Batchelor of Commerce - Accounting and Financial Planning - - Deakin University ~ 2013 - Chartered Accountants Program - - chartered Accountants ANZ
 Angus Tyers 2018 2016 - Graduate Diploma (CA) - Graduate Diploma (AQF 8) - Chartered Accountants ~ 2018 - Accountants Financial Planning - - Kaplan ~ 2018 - Insurance And Risk Protection - - Kaplan
 David Manwaring 2003 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
 Hamish Clark 2015 2010 - Diploma of Commerce - - Melbourne Institute of Business & Technology (MIBT) ~ 2013 - Bachelor of Business (Financial Planning) - - La Trobe University
 James Ian Taylor 2000 1998 - B.Business - - RMIT ~ 2003 - GradDip Financial Planning - - FINSIA ~ 2004 - Certified Financial Planner - - The Financial Planning Association of Australia
 Jonathan Davis 2003 1994 - Bachelor of Business - - Deakin University ~ 2005 - Diploma of Financial Services (Financial Planning) (FNS50804) - - Tribeca Learning
 Marc Rummel 2008 2008 - RG146 - - Kaplan ~ 2009 - Certificate IV Mortgage Brokering - - AAMC ~ 2012 - Diploma of Financial Planning - - Investment Banking Institute ~ 2022 - SuperConcepts & ICFS Specialist SMSF online course - Other - The University of Adelaide and Super Concepts
 Trent David Snell 2023 2009 - Bachelor of Arts (Major Sociology) - Bachelor Degree (AQF 7) - Deakin University ~ 2009 - Bachelor of Commerce (Major Accounting) - Bachelor Degree (AQF 7) - Deakin University ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - KAPLAN ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University